Sets in Tableau are super handy when you want your analysis to stay dynamic and up-to-date. Unlike groups, which are fixed and don't change once you create them, sets can automatically adjust based on the latest data.
Say you're tracking store performance and want to highlight the top 10 stores by profit. A set can automatically update to reflect which stores are currently in that top 10, depending on the time period you're looking at. So as store profits change, the set changes too, keeping your analysis relevant.
To create a set, simply right-click on the dimension you're interested in and choose Create Set.
From there, you can set up specific conditions, like selecting products priced below £1.5.
Or use the Top tab to filter for the bottom 10 products for price.
Lastly, by highlighting two sets we can create a combined set.
Create a combined set and select "Shared members in both sets" in order to have a set of products that are in the bottom 10 for price and also below £1.50.
Once your set is created, you can incorporate it into your analysis to make your insights more focused. The best part is that the set will automatically update as your data changes, based on the conditions you’ve defined.